The data quality score lets you know that KYC and other requirements are being met. And when your clients or prospects receive low scores, it’s easy to drill down and check exactly what is missing to address those deficiencies.
Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.
Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.
